“”

All Insights

Search Results

The Morning View: September 16, 2021

Announced this morning, Retail Sales for August increased 0.7%, higher than expected. Nonstore retailers were especially strong during the month, while Motor vehicle & parts dealers were weak. In addition, Food services & drinking places were flat during the...

READ MORE

Monthly Market Update- Investment Commentary

September 2021 Global stocks grinded 2.5% higher in August. Larger-cap U.S. stocks gained 3.0%— their seventh straight positive month. International developed-market equities and emerging-market equities were up similar amounts in August (1.8% and 2.6%, respectively)....

READ MORE

The Morning View: September 9, 2021

In this morning’s data, Initial Jobless Claims were 310,000 for the week ending September 4th, a larger drop than expected and is the lowest since March 2020 at the start of the pandemic. Continuing Claims were 2,783,000 for the week ending August 28th, which was...

READ MORE

The Morning View: September 3, 2021

 Announced this morning, the economy added only 235,000 jobs in August, much less than expected. The Retail Trade industry fell by 28,500 jobs during the month and the Leisure and Hospitality industry was flat, after being a source of strength in previous months. The...

READ MORE

The Morning View: August 27, 2021

Announced this morning, Personal Income increased 1.1% in July, higher than expected, reflecting increases in government social benefits, such as the Child Tax Credit. Personal Spending increased 0.3% in July, less than expected and a large drop from the 1% increase...

READ MORE

Mid-Month Market Perspectives

Crosscurrents Market Reflections August has something of a reputation in the market. The month is typically a slower market month in terms of trading volume and expectations, and since 1950, August has also posted the second worst market performance of the year,...

READ MORE

The Morning View: August 17, 2021

Announced this morning, Retail Sales for July decreased -1.1%, more negative than expected. Gasoline stations and Miscellaneous store retailers were strong, while Motor vehicle & parts dealers, Non-store retailers, and Clothing stores were all weak. The Control...

READ MORE

Three Books to Help Achieve Personal Financial Independence

When discussing money and finances with clients, I get personal. I want to know their goals so I can help achieve them. I also share insights about investing and financial planning, often highlighting articles and books, to provide them with useful perspectives about...

READ MORE

Interested in speaking with

one of our experts?